The most detailed database of global robotaxi
deployments.
Your one-stop-shop for all the relevant tables and charts for each industry.
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Could SpaceX and Tesla merge? How and Why?
In this report, we analyze the prerequisites and logic of the hypothetical Tesla and SpaceX merger. Could such transaction even happen? And does it have sound logical backing? Dig in to learn what we think.
Tesla just fixed its main Robotaxi Hardware Deficiency
A year ago, we pointed out that rolling out Robotaxis cannot be done without managing operations in bad weather. Today, we see that Tesla has taken a major step towards solving that problem. With active camera cleaning, Tesla has edged one step closer towards full-fledged Robotaxi service. Will it be enough or are radars/lidars still needed?
I bought a Rivian… and why should You care about Autonomy Day
Switching one of our Teslas to a Rivian was eye-opening. The Rivian R1S is a fantastic car, but it also makes the software gap between the two companies very obvious. Rivian is now trying to change that.
This Waymo Announcement Changes the Debate
Waymo has just been cleared to operate driverless robotaxis across nearly 70% of California’s population, turning the state into the de-facto global capital of autonomous ride-hailing. With bad weather and driving at high speeds - 2 major technical hurdles - seemingly solved, the primary bottleneck now shifts to building dense charging and depot infrastructure fast enough to support fleet scaling.
Is “End-to-End” AI-based Autonomy on the Cusp of surpassing other Approaches?
A report exploring the viability of end-to-end AI-based autonomy, in light of recent comments by Andrej Karpathy, a leading AI research scientist.
Will cheaper Model 3 / Y Variants succeed?
This report analyzes how new-model launches affect sales, applying those insights to Tesla’s cheaper Model 3 and Y variants—examining price gaps, design similarity, and growth potential amid expectations for future models or robotaxis.
Global Robotaxi Wars: Revenues, Rides, Maps, and much more
This report is an in-depth analysis of global robotaxi companies and their geographical coverage. We calculate revenue by company, number of rides delivered, percentage of population served by robotaxis, etc.
What’s going on with BYD’s and Tesla’s Sales?
In this report, we discuss the shifting balance between BYD and Tesla as EV adoption accelerates worldwide. BYD has surpassed Tesla in global sales, driven by China and expansion abroad, while Tesla faces pressure in the U.S. and Europe amid rising competition from Geely, GM, and Xiaomi.
Level 1-to-5 is a meaningless Classification; This is a new Classification for the 21st Century
SAE’s Level 1–5 labels no longer fit the robotaxi reality. This report proposes that only 2 levels of automation are truly relevant—Supervised Autonomy and Unsupervised Autonomy. These can be further broken down into several subcategories—namely the capability to handle weather and lighting, maximum speed, traffic complexity, and the robotaxi-to-teleoperator ratio—acting as a more accurate way of measuring the level of robotaxi automation.
Podcast about EVs and Robotaxis
I recently visited Estonia— the tiny European nation home to a remarkable number of unicorns—to sit down with Rob West of Thunder Said Energy. We spent just over half an hour discussing the future of robotaxis, the global vehicle market, and EV competitiveness. Give it a listen on your drive home, in the gym, or during a weekend trip!
Companies can "force" Robotaxi Deployment, but they can't force Profitability
In this research paper we examine everything you wanted to know about robotaxi teleoperators, the "Air Traffic Control" of Robotaxi networks.
Does a 2-seater Robotaxi make Sense?
In this research paper we examine whether a 2-seat robotaxi truly makes sense from the perspectives of cost savings and utilization.
Robotaxi Launch: What to look out for?
In this research note, we analyze considerations important for a successful launch for a new robotaxi company in a new city.
The forgotten Robotaxi Race: Race to build Infrastructure
Let’s assume that the autonomous technology works. It works for Waymo and Baidu today and it will work for many others in the future. In that case, the pace of robotaxi deployment is constrained by infrastructure—not vehicle availability or capital.
Autonomous Driving: Primer
In this primer, we explore the world of autonomous driving and how it challenges the archetype of vehicle ownership.
Can conventional Ride-hailing survive the Age of Autonomy?
In this report, we explore the future of ride-hailing in a world of autonomous vehicles. If robotaxis scale, do ride-hailing platforms stay relevant—or get cut out? Is vehicle cost still important, or do utilization and teleoperator ratios matter far more?
Humanoid Robots: Primer
Humanoid robots are capturing global attention — but how close are they to real-world utility? This report explores what’s behind the viral videos, and what truly matters when assessing robot performance.
Is Cannibalization a Myth?
In this report, we examine historical examples of new model introductions and their impact on overall sales volumes, as well as on the sales volumes of other models within the lineup.
Which Carmakers are mass-collecting Data for AI autonomy?
Carmakers are naturally well positioned to solve AI-based autonomy as they have large fleets and possibility to monitor how their owners drive. We examine what are various carmakers doing to solve autonomy.
I drove the $10,000 BYD Seagull… What’s it like?
Ever since the $10,000 BYD Seagull was introduced, I couldn't wait to drive one. How can someone build an electric car with a reasonably sized battery for such low cost?
Can Teleoperators help accelerate Robotaxi Deployment?
Our research note examines teleoperators in robotaxi deployment, clarifying that they assist in non-emergency cases rather than providing full remote control.
All About the Weather
Our research note explores the impact of adverse weather on autonomous driving, emphasizing that rather than measuring success by miles driven without intervention, the focus should be on specific challenging scenarios such as darkness and heavy rain.
